No longer an appointed representative
This firm is still listed on the FCA register, but the record is closed. Cover on business done while it was authorised generally still applies, and it cannot take on new regulated business. Registration ended 24 January 2025.
Website, phone number and address
Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.
-
No website on the FCA register
-
Last known phone number
07514 467574
-
Last known address
Rileys, Bonks Hill, Sawbridgeworth, Hertfordshire, CM21 9HU, United Kingdom
In the full report: 2 background checks
- What kind of line 07514 467574 is
- Who else gives the postcode CM21 9HU
Past FCA permissions and consumer protection
- The record is closedCover you already have generally survives the cancellation: FSCS exists for firms that have failed, and the Financial Ombudsman Service can look at a complaint about a firm that has stopped trading, as long as the business was done while it was authorised. New business with this firm has no cover at all, because it is no longer permitted to carry it out.
FCA disciplinary action and complaints
No FCA disciplinary action. The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.
Companies House record
The company behind the firm: its status, age, registered office and directors.
- Company number
- 16082400 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 15 November 2024 (1 year old)
- Registered office
- Rileys, Bonks Hill, Sawbridgeworth, CM21 9HU, England
- Nature of business
-
- Financial intermediation not elsewhere classified (SIC 64999)
- Other activities auxiliary to insurance and pension funding (SIC 66290)
- Financial management (SIC 70221)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Rhys Thomas Roberts | Director | Sep 1995 | 15 Nov 2024 | 1 other company |
Other companies run by its director
A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.
- other company
- 1
- closed down
- 1
In the full report: all 1 company, named
- What each company does, and whether it is still trading
- Which of its director sits on each board, and since when
- Any that went into liquidation or administration
Filed accounts and finances
Net assets
£660
No earlier figure to compare
Employees (average)
1
No earlier figure to compare
Owed within a year
£1,141
No earlier figure to compare
About these figures
- Turnover
- Money taken from sales in the year, before any costs.
- Profit before tax
- What was left after the year’s costs, before corporation tax. A minus figure is a loss.
- Net assets, or total equity
- Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
- Total assets and total liabilities
- Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
- Cash at bank
- Money in the company’s accounts on the last day of the year.
- Owed within a year, owed after a year
- Debts and bills due in the next twelve months, and those due later.
There is no turnover or profit: small companies do not have to publish them.
Accounts filed at Companies House for company 16082400. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.
Key dates in its history
Rhys Roberts Financial Planning’s history from the FCA register and Companies House, newest first.
2025
24 January 2025
- Stopped being an appointed representative
FCA register
2024
15 November 2024
- Incorporated at Companies House
- Rhys Thomas Roberts took control (75–100% of shares)
- Rhys Thomas Roberts appointed as a director
Companies House
Director appointments and resignations, and trading names, appear under All events.
Firms like Rhys Roberts Financial Planning
Other firms of the same type (financial adviser), nearest first.
In the Chelmsford (CM) postcode area
Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.
Get the full report on Rhys Roberts Financial Planning
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- 1 other company its directors have run, named
- 2 background checks on its contact details
- All 4 events in its history
Instant PDF One-off payment Secure checkout by Stripe
Frequently asked questions about this firm
Is Rhys Roberts Financial Planning Limited FCA authorised?
Is Rhys Roberts Financial Planning a scam or clone?
Is my money safe with Rhys Roberts Financial Planning?
Who owns Rhys Roberts Financial Planning?
Who runs Rhys Roberts Financial Planning?
How long has Rhys Roberts Financial Planning been in business?
What do Rhys Roberts Financial Planning’s latest accounts show?
Sources and links
- Its entry on the FCA register register.fca.org.uk
- Its Companies House record gov.uk
- Report a scam to the FCA fca.org.uk